RBI’s dovish monetary policy prompts investors to recalibrate fixed income portfolios. Fund managers advise a core allocation to accrual funds, with a tactical bet on duration funds. This strategy anticipates at least one 25-basis point rate cut this fiscal year, potentially boosting bond prices and offering capital gains.
Goldman Sachs’ India bets: 8 stocks rally up to 85% in CY26; one new addition
Goldman Sachs’ India equity portfolio fell 6% in CY26 amid mixed stock performance. While 18 stocks declined sharply, eight delivered strong gains, led by GNG